NEI Invest Suite — Applied Mastery: Portfolio-Level Risk Management
Portfolio risk management coordinates exposure across all suite products with correlation awareness, drawdown rules, and stress testing.
Managing risk across the full NEI Invest Suite means coordinating position sizes, correlations, and exposure limits across all trading products simultaneously.
Correlation awareness: CryptoEdge and CryptoHunter positions are highly correlated (both crypto). StockEdge and WeatherEdge may correlate during commodity-driven market moves. The portfolio manager must account for overlaps when sizing aggregate exposure.
Max drawdown rules apply at the portfolio level. If combined drawdown across all suite products exceeds 15% in a rolling 7-day window, ALL products reduce position sizes by 50% until recovery.
Rebalancing: review allocations weekly. If any single product exceeds 40% of total portfolio value due to gains, trim back to target allocation.
Stress testing runs monthly simulations of historical crashes (March 2020, May 2021 crypto crash, 2022 rate shock) against current positions.